Investment Test Drive

ANTDX American Century NT Disciplined Gr Inv

2 lower fee alternatives found

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Fund ANTDX American Century NT Disciplined Gr Inv PARNX Parnassus PARWX Parnassus Endeavor Investor  
Similarity
?
100% 89% 86%
Annual Fees
?
$107.75
(1.02% Exp. Ratio)
$88.74
(0.84% Exp. Ratio)
$100.36
(0.95% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$38,114.50 $40,249.67 $38,931.50
Est. savings over 30 yrs +$2,135.17 +$817.00
Return
As of 12/31/16
1 YR RETURN 8.28%
3 YR --
5 YR --
10 YR --
1 YR RETURN 13.45%
3 YR 9.26%
5 YR 17.15%
10 YR 9.65%
1 YR RETURN 21.43%
3 YR 14.10%
5 YR 18.91%
10 YR 12.23%
Description
The investment seeks long-term capital growth. The portfolio managers initially identify an eligible universe of growth stocks then use quantitative management techniques in a two-step process. The managers rank stocks, primarily large capitalization, publicly traded U.S. companies with a market capitalization greater than $2 billion, from most attractive to least attractive based on an objective set of measures, including valuation, quality, growth, and sentiment. The portfolio managers use a quantitative model to build a portfolio of stocks from the ranking that they believe will provide the optimal balance between risk and expected return.
The investment seeks capital appreciation. The fund invests in undervalued stocks. It follows a "contrarian" strategy of seeking to invest in stocks that are currently out of favor with the financial community and are therefore deeply undervalued. The fund's investment adviser expects that if these undervalued companies are financially strong and have good prospects for the future, they will come back into favor and increase in market value. It is a "multi-cap" fund in that it can invest in companies of any size, from larger, well-established companies to smaller companies with market capitalizations below $1 billion.
The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in companies believed by the fund's investment adviser to provide good workplaces for their employees. Companies with good workplaces usually are able to recruit and retain better employees, and perform at a higher level than competitors in terms of innovation, productivity, customer loyalty and profitability. These companies must, in the adviser's opinion, be undervalued, but they must also have good prospects for long-term capital appreciation over the course of the expected holding period.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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